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RETSX vs VTSMX
RETSX vs VTSMX Comparison
Open Charts RETSX vs VTSMX
Russell Inv Tax-Managed US Large Cap S
Price$87.22
Change-$0.43 (-0.49%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$145.82
Change-$0.72 (-0.49%)
VolumeN/A
CapitalizationN/A
RETSX vs VTSMX Comparison Chart
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RETSX vs. VTSMX commentary
Dec 18, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RETSX is a StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. RETSX (9.96B). VTSMX pays higher dividends than RETSX: VTSMX (1.26) vs RETSX (0.49). RETSX was incepted earlier than VTSMX: RETSX (28 years) vs VTSMX (33 years). RETSX is a more actively managed with annual turnover of: 25.00 vs. VTSMX (2.00). RETSX has a lower initial minimum investment than VTSMX: RETSX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 26.90 vs. RETSX (24.72). VTSMX (84.16) and RETSX (82.85) have equivalent 5 years return.
| RETSX | VTSMX | RETSX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 23.769 | 26.352 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.96B | 1.84T | 1% |
| Annual Yield % from dividends | 0.49 | 1.26 | 39% |
| Returns for 1 year | 24.72 | 26.90 | 92% |
| Returns for 3 years | 28.00 | 27.88 | 100% |
| Returns for 5 years | 82.85 | 84.16 | 98% |
| Returns for 10 years | 164.86 | 192.04 | 86% |